As Brazil's risk falls, this should have a positive effect on financials. |
Companies may be reporting good results, and in macroeconomic terms, we are not badly off. But we are suffering from volatility outside (Brazil). |
I think we exaggerated the euphoria. The least we could expect was some profit-taking. |
It has much more to do with foreign markets than an improvement in the domestic political situation. I don't believe these gains are a change in the downbeat mood of the market. |
It looks like it is becoming Brazil's first Internet blue chip. |
It was a very Monday market. |
It's a big problem for Brazil. |
It's a very important day. The market retook the rally. |
It's been a long time since we've had such a positive macroeconomic outlook. |
Many are saying that it is the end of their liquidity. But I think they will stay for a while, because there are too many derivatives linked to the receipts. |
Markets around the world got back what they had oversold beyond the U.S. market. The market is very hurt. |
Oil is clouding the international horizon. |
Our market was out of the game for two days, while there were losses abroad. It has readjusted prices in a moderate way. I had expected a worse day. |
Some houses are looking for a small cut, which explains the rise we're seeing. |
Stocks that were most favored recently are being penalized now. |